Offshore
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Alvin
Apple introduces the M4 MacBook Air, now with a new Sky Blue colour.
✅️ M4 chip
✅️ 12 MP centre stage camera
✅️ Still comes with a 13" and 15" display size variants
Starts from $999, with 16 GB RAM + 256 GB storage configuration.
Another awesome deal for a Mac, $100 cheaper than the M3 variant launched last year.
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Apple introduces the M4 MacBook Air, now with a new Sky Blue colour.
✅️ M4 chip
✅️ 12 MP centre stage camera
✅️ Still comes with a 13" and 15" display size variants
Starts from $999, with 16 GB RAM + 256 GB storage configuration.
Another awesome deal for a Mac, $100 cheaper than the M3 variant launched last year.
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Offshore
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Alvin
OnLeaks & Android Headlines just shared the updated CAD renders of Samsung Galaxy Z Flip7!
It looks like aside from having larger displays and flatter edges, the Flip7 also has a cover screen that surrounds the dual camera system, just like those Motorola razr flip phones.
I absolutely love this path that Samsung is taking.
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OnLeaks & Android Headlines just shared the updated CAD renders of Samsung Galaxy Z Flip7!
It looks like aside from having larger displays and flatter edges, the Flip7 also has a cover screen that surrounds the dual camera system, just like those Motorola razr flip phones.
I absolutely love this path that Samsung is taking.
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Investing visuals
How $ASML - the backbone of modern tech - makes money🫰 https://t.co/dBvKPUvhVp
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How $ASML - the backbone of modern tech - makes money🫰 https://t.co/dBvKPUvhVp
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Offshore
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The Investing for Beginners Podcast
How to measure moats?
Use Michael Mauboussin's checklist: https://t.co/m9zQE0fGoO
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How to measure moats?
Use Michael Mauboussin's checklist: https://t.co/m9zQE0fGoO
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App Economy Insights
RT @EconomyApp: $CRWD CrowdStrike Q4 FY25:
📊 ARR +23% Y/Y to $4.24B.
📈 Net new ARR $224M (+6% Q/Q).
• Revenue +25% to $1.1B ($20M beat).
• Non-GAAP EPS $1.03 ($0.17 beat).
• FY26 revenue guide ~$4.78B (+21% Y/Y). https://t.co/DbcXWSv40C
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RT @EconomyApp: $CRWD CrowdStrike Q4 FY25:
📊 ARR +23% Y/Y to $4.24B.
📈 Net new ARR $224M (+6% Q/Q).
• Revenue +25% to $1.1B ($20M beat).
• Non-GAAP EPS $1.03 ($0.17 beat).
• FY26 revenue guide ~$4.78B (+21% Y/Y). https://t.co/DbcXWSv40C
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Warren Buffett famously said:
“Be FEARFUL when others are greedy, and be GREEDY when others are fearful”
Here are 10 high-quality stocks trading near their LOWEST valuation MULTIPLE in the past 5 YEARS 🧵 https://t.co/dJPulp05OO
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RT @DimitryNakhla: Warren Buffett famously said:
“Be FEARFUL when others are greedy, and be GREEDY when others are fearful”
Here are 10 high-quality stocks trading near their LOWEST valuation MULTIPLE in the past 5 YEARS 🧵 https://t.co/dJPulp05OO
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The Kobeissi Letter
Shocking stat of the day:
The US goods trade deficit widened 25.6% month-over-month to a record $153.3 billion in January.
This was well above expectations of $116.6 billion.
Imports rose 11.9%, to a record $325.4 billion, driven by industrial supplies and consumer goods.
Exports rose 2.0%, to $172.2 billion, due to an increase in capital goods.
The massive jump in imports likely reflects US firms securing shipments to avoid tariffs.
The trade war is here.
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Shocking stat of the day:
The US goods trade deficit widened 25.6% month-over-month to a record $153.3 billion in January.
This was well above expectations of $116.6 billion.
Imports rose 11.9%, to a record $325.4 billion, driven by industrial supplies and consumer goods.
Exports rose 2.0%, to $172.2 billion, due to an increase in capital goods.
The massive jump in imports likely reflects US firms securing shipments to avoid tariffs.
The trade war is here.
tweet